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Financial Consultant
6 days ago
Fidelity TalentSource LLC The Woodlands, United States· Job Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you w ...
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Financial Consultant
2 weeks ago
Fidelity Investments The Woodlands, TX, United StatesJoin a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth manageme ...
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Treatment Coordinator
4 days ago
Dental Care Alliance The Woodlands, United StatesOverview: · The Dental Treatment Coordinator plays a pivotal role in ensuring a seamless and positive experience for our patients by effectively coordinating treatment plans, managing appointments, and facilitating financial interactions. This position requires a combination of s ...
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Finance Manager
1 week ago
NAES Corporation The Woodlands, United States**Opportunity Summary** · **Responsibilities and Duties**: · **Monthly Close** - Coordinate and review the month end, quarter end and year end portfolio companies' financial closing - Including: · - Prepare/review the OCI calculation for both commercial hedges and interest rate s ...
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Personal Banker I
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BOK Financial Sugar Land, United StatesReq ID: 74958 · Location: Sugarland -SGLND · Areas of Interest: Consumer Banker · Pay Transparency Salary Range: Not Available · Application Deadline: 05/19/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, ...
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Medical Receptionist
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American Oncology Network, Inc. The Woodlands, United States**Location**: · The Woodlands Office · **Pay Range**: · $ $26.38 · **We are GROWING Come Join Woodlands Cancer Institute**: · **Position Summary**: · The primary responsibilities of Patient Services Specialist (PSS) to provide quality customer service by greeting the patient, col ...
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Software Applications Specialist I
1 week ago
Fluor Corporation Sugar Land, United StatesThe Specialist I has a depth of knowledge within designated Information Technology (IT) area of responsibility that is applied to diverse assignments. This position may collaborate with customers, vendors, industry consultants, and company management in order to drive results. Th ...
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Administrative Operations Assistant
4 days ago
Voyig The Woodlands, United StatesOverview: · Step into an entry-level position at Questco as an **Administrative Operations Assistant**, where you'll provide essential administrative support to both our clients and internal teams. Your responsibilities will include distributing handbooks, assembling new hire pac ...
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Systems Engineering Manager
3 hours ago
ChampionX Sugar Land, United StatesChampionX has an immediate need for a **Systems Engineering Manager** located in **The Woodlands, TX, Sugar Land, TX or Knoxville, TN**. As a **Systems Engineering Manager**, you will be responsible for lifecycle management of all ChampionX Emissions Technologies products. Within ...
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Estimator - Houston
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Canacre The Woodlands, United StatesJoin the Canacre team in an exciting role working on leading edge infrastructure projects. · We are technical experts in land, energy, and transportation development delivering accurate, innovative, and agile solutions to our partners. We provide land acquisition, geospatial mapp ...
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Pharmacy Technician Free Standing Ed
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HealthTrust Supply Chain Sugar Land, United States**Introduction**: · **Inpatient or outpatient pharmacy technicians are encouraged to apply**: · Do you want to join an organization that invests in you as a Pharmacy Tech? At HealthTrust Supply Chain, you come first. HCA Healthcare has committed up to $300 million in programs to ...
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Registered Nurse
2 days ago
Memorial Hermann Health System The Woodlands, TX, United StatesMemorial Hermann Health System is seeking a Registered Nurse (RN) Case Management for a nursing job in The Woodlands, Texas. · Job Description & Requirements · Specialty: Case Management · Discipline: RN · Duration: Ongoing · 36 hours per week · Shift: 12 hours, days, nights · Em ...
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Project Engineer
1 week ago
WGA Consulting Engineers The Woodlands, United StatesWGA is a Texas-based professional consulting firm that was founded in 2007, WGA has experienced steady growth in a competitive market. This expansion is a result of our strong commitment to our clients providing them with the highest quality of work and service. We built our prac ...
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Graduate Engineer
1 week ago
WGA Consulting Engineers The Woodlands, United StatesWGA is a Texas-based professional consulting firm that was founded in 2007, WGA has experienced steady growth in a competitive market. This expansion is a result of our strong commitment to our clients providing them with the highest quality of work and service. We built our prac ...
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Project Engineer
2 days ago
WGA Consulting Engineers The Woodlands, United StatesWGA is a Texas-based professional consulting firm that was founded in 2007, WGA has experienced steady growth in a competitive market. This expansion is a result of our strong commitment to our clients providing them with the highest quality of work and service. We built our prac ...
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Client Relationship Manager
3 weeks ago
Cognizant Technology Solutions The Woodlands, United States OTHER· Healthcare (payer) - Client Relationship Manager · Location: Irving, TX - Dallas TX please (local candidates please). · About Cognizant · Cognizant (Nasdaq-100: CTSH) is one of the world's leading professional services companies, transforming clients' business, operating and ...
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Project Engineer
1 week ago
WGA Consulting Engineers The Woodlands, United StatesWGA is a Texas-based professional consulting firm that was founded in 2007, WGA has experienced steady growth in a competitive market. This expansion is a result of our strong commitment to our clients providing them with the highest quality of work and service. We built our prac ...
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Accounting Clerk
1 day ago
Jobot Sugar Land, TX, United StatesThis Jobot Job is hosted by: Crystal Quinn · Our client is a trusted provider of comprehensive financial services, specializing in accounting, tax planning, financial planning, business valuations, litigation support, and consulting. Professional Growth: Opportunities for advanc ...
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Senior Project Manager
2 weeks ago
WGA Consulting Engineers The Woodlands, United StatesWGA is a Texas-based professional consulting firm that was founded in 2007, WGA has experienced steady growth in a competitive market. This expansion is a result of our strong commitment to our clients providing them with the highest quality of work and service. We built our prac ...
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Registered Nurse
2 weeks ago
Memorial Hermann Health System The Woodlands, TX, United States Full timeMemorial Hermann Health System is seeking a Registered Nurse (RN) Case Management for a nursing job in The Woodlands, Texas. · Job Description & Requirements · Specialty: Case Management · Discipline: RN · Duration: Ongoing · 36 hours per week · Shift: 12 hours, days, ni ...
Financial Consultant - The Woodlands, TX, United States - Fidelity Investments
Description
Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform.
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesSeries 65 and/or 66 and state registrations required within 3 months of hire
Experience with High Net Worth clients
A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment products
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs
No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand.
Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. While you form relationships here, you will also be building your careerFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.
Certain roles may require candidates to go through a preliminary credit check during the screening process.Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.We welcome those with experience in jobs such as Accounting Assistant, Controller, and Financial Analyst and others in the Accounting and Finance to apply.